Katipult Overview

Katipult is an innovative investment management software designed to help businesses manage and streamline the process of raising capital. It is particularly useful for private equity firms, venture capitalists, and real estate investment companies. Katipult provides a digital platform for investment offerings, enabling firms to attract, engage, and manage investors through an online portal. The software features tools for due diligence, investor onboarding, fund management, and document sharing. Katipult simplifies the investment process by automating many of the traditional manual tasks, such as investor reporting, compliance tracking, and communication. Its powerful analytics dashboard helps investors and fund managers track their portfolios, monitor financial performance, and optimize investment strategies. Katipult is designed to provide transparency, improve efficiency, and reduce the administrative burden in investment management.

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Contact Details

  • Vendor Name Katipult Technology
  • Founded
  • Location Canada

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services

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Katipult Features

  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Katipult Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$5000 Per User

Katipult FAQs

Katipult is an innovative investment management software designed to help businesses manage and streamline the process of raising capital. It is particularly useful for private equity firms, venture capitalists, and real estate investment companies. Katipult provides a digital platform for investment offerings, enabling firms to attract, engage, and manage investors through an online portal. The software features tools for due diligence, investor onboarding, fund management, and document sharing. Katipult simplifies the investment process by automating many of the traditional manual tasks, such as investor reporting, compliance tracking, and communication. Its powerful analytics dashboard helps investors and fund managers track their portfolios, monitor financial performance, and optimize investment strategies. Katipult is designed to provide transparency, improve efficiency, and reduce the administrative burden in investment management.

  • No, Katipult does not offer a free version.

  • Yes, Katipult offers a free trial.

  • No, Credit Card details are not required for the Katipult trial.

  • Katipult offers the following pricing plans & packages:

    Basic

    $5000 Per User

  • Katipult supports the following payment frequencies:

    • Monthly Subscription

  • No, Katipult does not offer an API.

  • Katipult supports the following languages:
    • English

  • Following are the typical users of the Katipult:
    • Self-Employed , Small-Business , Midsize-Business

  • Katipult supports the following deployment:
    • Cloud Hosted

  • Katipult supports the following devices and operating systems:
    • Web-Based